Post by Koda Capital

In Episode 225 of Inside the Rope, Koda Capital Senior Adviser & Partner David Clark, together with Tom Oryl, sits down with Stephen Otter Head of Private Markets Royalties at Partners Group, to explore the growing role of royalties in institutional investing. From music catalogues and pharmaceutical royalties to litigation finance and insurance-linked assets, Stephen explains how these alternative investments generate recurring income and why they've become an increasingly attractive source of portfolio diversification. The conversation explores how investors are thinking about: - How royalty investments generate recurring, uncorrelated income streams - The challenges of valuing assets such as music catalogues and pharmaceutical royalties - The key risks that differentiate royalties from traditional private market investments - Why institutional investors are allocating capital to this growing asset class If you're interested in how royalties fit within a modern investment portfolio, this episode offers a practical look at one of private markets' more unique opportunities. Listen to the episode: Spotify: https://lnkd.in/gGUK2R5F Apple Podcasts: https://lnkd.in/gEWcCD7M #KodaCapital #InsideTheRope #PrivateMarkets #AlternativeInvestments #Royalties #InvestingInsights #WealthManagement

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